WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.19M
3 +$8.47M
4
META icon
Meta Platforms (Facebook)
META
+$7.51M
5
APH icon
Amphenol
APH
+$7.35M

Top Sells

1 +$10.4M
2 +$10.1M
3 +$9.83M
4
DD
Du Pont De Nemours E I
DD
+$9.48M
5
AAPL icon
Apple
AAPL
+$8.58M

Sector Composition

1 Financials 11.56%
2 Healthcare 10.66%
3 Technology 9.74%
4 Industrials 9.15%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$6K ﹤0.01%
369
1102
$6K ﹤0.01%
5,800
1103
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200
1104
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1105
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1106
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1107
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1108
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559
1109
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1110
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+182
1111
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1112
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1113
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1114
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1115
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1116
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75
-6
1117
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1118
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1119
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172
+149
1120
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1121
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93
1122
$6K ﹤0.01%
+557
1123
$6K ﹤0.01%
261
+209
1124
$6K ﹤0.01%
241
1125
$6K ﹤0.01%
+593